Podcast
China Tech Talk
Hosted by TP Huang · EN
A podcast where I talk about various Chinese tech development in new energy, AI, semiconductor, robotics and military fields.
Follow me on substack https://tphuang.substack.com or X https://x.com/tphuang
tphuang.substack.com
tphuang.substack.com
17episodes
Episodes
Newest firstAll episodes
My Quick Take on Kimi K3 and GLM-5.2
1w ago00:21:21Tap to summarizeI’m staring a new series of what I call quick takes. These will be shorter (15-20 minutes) than scheduled podcast. They will be recorded whenever something interesting comes up in the tech world and I don’t want to wait to talk to someone about it.So the first thing I did here is Kimi K3 and GLM-5.2 and what this tells us about China’s AI development. I think the overall story I want to put out there is the self improvement part of it and also models likely expanding over time and improved training data and flywheel with the Chinese labs.By this point next year, we could very well (imo) see 5T+ parameter models coming out of China. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tphuang.substack.com
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Talking about Kimi K3/WAIC on Carl Zha podcast
1w ago00:52:26Tap to summarizeThis week, I had a chance to go on Carl Zha’s livestream to talk about the launch of Kimi K3 and what we saw at WAIC. Unfortunately, I had to leave early due to family obligations, but I think most of the issues I wanted to cover was already talked about. I’m actually a little surprised of the audio quality in there. I think next time, I have to go with something other than iPhone when I do this.I just want again to point out something that I think is very under reported out there. Chinese models are getting larger and they will keep getting larger. Biren Tech reported this week that Chinese models will get to 5T+ range next year and it looks like we will reach 10T the year after as larger super node becomes available that can pool together all the high bandwidth memory and do efficient inference of these large MoE models. All of the major Chinese AI players like Moonshot, Zai, DeepSeek, Qwen and Minimax are going into new and larger sized models this year. Larger models require more compute to train, more data and more longer term optimization for inference. All of this has been made easier by the increased automation these firms can use to improve and speed up their own model development and training time. We are now seeing these very fast iterative improvement from Kimi and GLM in recent times. These are the new standards. The public is no longer happy with a new big improvement every 3 to 4 months. This needs to be every 1 to 2 months and eventually every month by the end of this year. Teams will need to have both flagship LLM and smaller and cheaper distilled models. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tphuang.substack.com
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Episode with Electric Felix
1w ago01:01:55Tap to summarizeThis week, I invited Electric Felix on my show to talk more about EVs. I first encountered him on X/Twitter and then followed his journey on EVs in Europe as well as his trips in China and what he experienced there in Yunnan and charging stations. It was great talking to him and getting a sense of where Europe’s EV infrastructure and demand look like at the moment. I was in Spain and Italy earlier this year and the latter is still very hydrocarbon centric. We ended the talk with how the current trade dispute with Chinese EV industry in Europe gaining market share might get worked out. I think we will probably end up just seeing more localized production over time. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tphuang.substack.com
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My talk with Carl Zha on Long March 10B launch and recovery
1w ago01:34:48Tap to summarizeI had the pleasure recently to go on Carl’s live stream to talk about the recent LM-10B launch and recovery. Why this was significant and why China picked its design of recovering in offshore pad. We also talked a little bit about the strategic implication of having low cost launches and what else China needs to do to continue to make advancement in space missions like building up LEO constellations and also do Moon landing and building lunar colony. We also had some fun talking about SpaceX/Elon part of this.Finally, I did Q&A from the audience. A lot of AI related questions, especially with AGI stuff. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tphuang.substack.com
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My discussion with Carl Zha on China's AI progress and GLM/Zai
3w ago01:45:21Tap to summarizeI’ve been wanting to do an episode on GLM-5.2 & Zhipu for a while, but didn’t get a chance to do so. Last week, I did a live stream on Carl Zha’s channel and here is my piece on it.I’ve had very good experience with GLM-5.2 so far and will probably move up a level in coding plan if their next release makes a similar level of jump. I’ve also had good experience with Kimi 2.6 & 2.7. Although in terms of Software engineering, GLM-5.2 is clearly better from my personal experience.I would just recommend everyone to get off Opus and Claude Code. Try the cheaper GLM through ZCode or Kimi through Kimi Code. Or you can get both. Sometimes, one model would be better and other times, the other one will be better. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tphuang.substack.com
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Episode 30 with Andy Collingwood
4w ago01:16:03Tap to summarizeThis week, I welcome Andy from Multipolarity podcast onto my show. I’ve been listening to his show for a while and always enjoyed him and Phillip Pilkington’s discussion on geopolitics, European politics and the increasing multiploar world that we live in.We talked about everything for quite a while. I was really interesting in how someone with multipolar view from Europe would look at the Russian/Ukraine conflict as well as the Iran conflict. I think you will find that we had a lot of common view point. It seems like European leaders are waiting for Trump to fall apart and lose elections so that the democrats can get back in power and fix everything. I’m not sure that’s a good approach, but there is definitely the European pitch of “If you continue to support us with Ukraine, we will help you squeeze China”.As two people that think this world has profoundly changed to multipolar, we both think this is not an approach that works well with the current power dynamics globally. In fact, a dramatically weakened US from Iran conflict would not only hurt Trump, but hurt the position of the collective West.And we also finished up agreeing on something I’ve personally been thinking about. What happens to UK as it goes on this decline? Do we have Scottish independence or a unification of Ireland. These are actually real problems that few people seem to be talking about publicly. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tphuang.substack.com
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Episode with China Driven/Will Sundin
Jun 2700:54:32Tap to summarizeWhen I started really getting into Chinese EVs in 2022/2023, there really wasn’t that much material in English about what was going on in China's EV industry. When I did search on YouTube, I would often find content by Wheelsboy, Elliott Richards and my guys today China Driven/Will Sundin.I remember watching some of the earlier content by Will and just seeing his driving experience on various NIO and Li Auto models. This was before Li Auto was really known by anyone outside of China. You could see back then just how good the L1 and L9 were and why people in China were buying them instead of BMW.So, I managed to get hold of Will this week and bring him on the show to talk about how he moved to China, got into doing videos of Chinese EVs, his experience with NIO, Li Auto and experiences with China’s EV sector as a whole. We ended the show talking about his experiences from the recent Beijing Auto Show and also what vehicles Will would buy. It was a really great chat with Will and I would love to have him back on the show in the future. Please follow him on his Youtube channel and X/Twitter. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tphuang.substack.com
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Episode 28: Marcel Münch
Jun 1601:09:38Tap to summarizeI had the pleasure this week to welcome Marcel on my show. I would recommend everyone to follow Marcel on X as well as on his website and YouTube channel. A really good guy and we had a great discussion. I first followed and noticed Marcel because of his commentaries on China’s EV industry and especially NIO. However, he actually talks about more than that on both X and our episode. I think he is very well tuned into China’s tech industry as well as life in Shenzhen. He even mentioned to me that his work involves helping German companies navigate challenges in the China market as well as understanding Chinese companies entering European market + opportunities from all of this.I was pleasantly surprised that he mentioned Tuya as the under the radar company that he thought very highly of. I actually only found out about them a few months ago as I was getting really into embodied AI supply chain in China.So, I recommend everyone to check it out and let me know what you think. And I recommend everyone to visit Shenzhen. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tphuang.substack.com
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My episode on AI Proem with Grace Shao
Jun 900:50:28Tap to summarizeI had the pleasure to join Grace on this episode of AI Proem. We covered a lot of topics here. A lot of stuff on AI, semiconductors and robotics, but obviously also all the other techs that I talk about.I didn’t break ground on anything new, but I did voice my opinion regarding China’s housing market slowdown at the end and how I think people are completely misreading the story. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tphuang.substack.com
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My Radio War Nerd Episode
Jun 201:25:25Tap to summarizeI had the pleasure of joining RWN on his podcast to talk about China and PLA and WestPac conflict. I thank Mark and John for welcoming me on their show and giving me the opportunities to just explain how we got here and why we saw a lot of the alarms from the DC crowd and US security establishment. I talked about game changing political events like the South China Sea Island expansions and the Pelosi visit. A lot of the moves by DC actually didn’t work out well like the THAAD deployment in South Korea. Why you cannot compare attacking Iran to attacking Taiwan. Blockading Taiwan is an entirely different paradigm vs blockading a country with as large surface area as Iran. I also talked about things like the first strike and why that is important, but also dangerous in terms of escalation of conflict. I also talked about the importance of satellites in modern warfare.Also since was right before Trump’s visit, we actually did talk about Thucydides Trap but not in those war exactly. How do you resolve issues between reigning hegemon and upcoming power? I think these are all hard questions that need to be resolved.Please feel free to ask any questions you may have regarding to this interview. I’m glad to answer them. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tphuang.substack.com
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